Westlake Securities
Investment Banking
Austin, Texas, United States
48 employees
- Employees
- 48
- Contacts
- 4
- Emails
- 4
- Phones
- 4
Westlake Securities Overview
- Headquarters
- Austin, Texas, United States
- Phone Number
- Available in AeroLeads
- Website
- westlakesecurities.com
- Industry
- Investment Banking
- Employees
- 48
- Founded
- 2003
- Company Email
- Available in AeroLeads
- NAICS
-
Investment Banking and Securities Dealing
About Westlake Securities
Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired. We provide a number of services including: - M&A advisory to owners seeking to acquire or exit businesses - Public and private equity and debt placements for firms pursuing capital - Capital formation support for expansion or growth - Liquidity, liquidation and re-structuring advisory, strategies and support - Management consulting, finance and strategic support - Onsite and remote fractional and interim CFO, CMO and CEOs
Westlake Securities Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 4
- 100.0% coverage
Westlake Securities Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Wilson Allen | Austin, Texas, United States |
Email
Phone
|
|
| Liz Schwab | Managing Director, Head of CMO Services | Greenville, South Carolina, United States |
Email
Phone
|
| Jon Schultz | Managing Director, CMO Services | Greater Chicago Area, United States |
Email
Phone
|
| Matthew Gase | Board Director / Advisor / Mentor | Austin, Texas, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
8 profiles
Director
2 profiles
Senior / Lead
2 profiles
Executive
1 profile
VP / Head
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 2 |
| IT | 1 | 1 | 0 |
| Marketing | 1 | 1 | 0 |
Westlake Securities Tech Stack
Data / AI
3 profiles
Engineering
1 profile
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